Vinfast AutoVFS
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 32 institutions reported holding Vinfast Auto Ltd. (VFS) in their 13F filings, up 2 from Q1 2026. 9 opened new positions and 8 sold out. The largest holders were Geode Capital Management, LLC ($6.5M), Tidal Investments LLC ($1.4M) and Lazard Asset Management LLC ($585K). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Vinfast Auto Ltd.
- CUSIP
- Y9390M103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $713K |
| Exits | 8 | $909K |
All 13F filers, Q1 2026 → Q2 2026: 456,754 shares bought and 803,283 shares sold, net −346,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Geode Capital Management, LLC | 0.00% | Add +2.4% | 2,080,517 | $6.5M |
| Tidal Investments LLC | 0.00% | Add +1.1% | 433,985 | $1.4M |
| Lazard Asset Management LLC | 0.00% | Add +1.2% | 187,493 | $585K |
| Renaissance Technologies | 0.00% | Add +319.0% | 130,300 | $407K |
| Susquehanna International Group, LLP | 0.00% | Reduce -41.8% | 110,545 | $345K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +21.9% | 102,799 | $321K |
| Vident Advisory, LLC | 0.00% | Reduce -55.6% | 79,040 | $247K |
| Millennium Management | 0.00% | New | 79,019 | $247K |
| UBS Group AG | 0.00% | Reduce -44.6% | 71,583 | $223K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -72.7% | 58,807 | $183K |
| Jane Street Group, LLC | 0.00% | New | 54,696 | $171K |
| State Street Corp. | 0.00% | Add +87.3% | 54,125 | $169K |
| Bank of America Corp. | 0.00% | Reduce -73.3% | 50,529 | $158K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.3% | 44,582 | $139K |
| National Bank of Canada | 0.00% | Reduce -3.6% | 40,656 | $126K |
| Blue Trust, Inc. | 0.00% | Add +8.4% | 38,829 | $121K |
| Simplex Trading, LLC | 0.00% | Add +29.1% | 28,903 | $90K |
| Engineers Gate Manager LP | 0.00% | New | 23,445 | $73K |
| Walleye Capital LLC | 0.00% | New | 19,530 | $61K |
| Group One Trading LLC | 0.00% | New | 18,499 | $58K |
| Morgan Stanley | 0.00% | Add +57.1% | 18,146 | $57K |
| XTX Topco Ltd | 0.00% | Reduce -66.1% | 16,916 | $53K |
| Point72 Asset Management | 0.00% | New | 16,431 | $51K |
| Royal Bank of Canada | 0.00% | Add +51160.0% | 12,815 | $40K |
| Squarepoint Ops LLC | 0.00% | New | 11,824 | $37K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 5,211 | $16K |
| Regatta Research & Money Management | 0.01% | — | 4,120 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,800 | $9K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,000 | $6K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,400 | $4K |
| Toth Financial Advisory Corp. | 0.00% | No change | 13 | $41 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 10 | $31 |
"% of holder's portfolio" is VFS's weight in each manager's 13F, not the share of Vinfast Auto Ltd. the manager owns.